What factors drove the changes in SiTime's revenue and profit?

Did SiTime beat or miss consensus estimates last quarter?

What does SiTime do and what are its main business segments?

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What is SiTime's latest dividend and current dividend yield?

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What were the key takeaways from SiTime's earnings call?

What were the key takeaways from SiTime’s earnings call?

- **Record Q4 growth**: $113.3M revenue (66% YoY), EPS tripled to $1.53, driven by 160% YoY CED expansion.
- **Acquisition boost**: Renesas timing business adds $300M annual revenue (70% CED), 70% gross margins, and strategic access to hyperscalers and automotive OEMs.
- **2026 outlook**: Q1 revenue $101-104M (70% YoY), 62% gross margin. Full-year CED growth to exceed 50% of total revenue.
- **Long-term vision**: $1B+ revenue by 2030, 25%-30% annual growth, with focus on high-value timing solutions for AI, automotive, and defense.

**【CEO Summary Section】**
- Q4 2025 revenue: $113.3 million (66% YoY growth), EPS: $1.53 (triple YoY). Full-year revenue: $326.7 million (61% YoY growth), EPS: $3.20.
- Gross margin: 61.2% in Q4, exceeding 60% target for 2025. Book-to-bill ratio: 1.5, indicating strong demand.
- CED segment growth: 160% YoY, driven by AI and data centers. 2026 forecast for Super TCXOs increased 50% due to AI CapEx.
- Acquisition of Renesas' timing business: Adds $300 million in annual revenue (70% CED), 70% gross margins, and 160 engineers. Pro forma CED revenue doubles.
- Long-term growth target: 25%-30% annually, with focus on high-value products and strategic segments like automotive, defense, and industrial.

**【CFO Financial Commentary】**
- Q4 2025: Operating income $34 million (YoY +26%), cash flow from operations $25.4 million. Full-year cash flow: $87.2 million (vs. $23.2 million in 2024).
- Q1 2026 guidance: Revenue $101-104 million (70% YoY growth), EPS $1.10-1.17. Gross margin: ~62%, driven by CED mix.
- Acquisition financing: $1.5 billion cash + 4.13 million shares, with $900 million debt. Target to reduce leverage below 2x within 24 months post-close.

**【Q&A Highlights】**
- **Cross-selling opportunities**: Renesas' clock products complement SiTime's oscillators, enabling complete timing solutions. Design wins in AI, data centers, and automotive expected to accelerate.
- **Regulatory approvals**: Transaction expected to close by end-2026, with no SAMR (China) approval required.
- **Supply chain resilience**: SiTime's fabless model and programmable MEMS technology ensure flexibility and reliability, outperforming crystal-based competitors.
- **Growth drivers**: CED segment to exceed 50% of revenue, with automotive/industrial/defense each targeting $100 million annually by mid-2020s.

SiTime Corporation (SITM) Q4 2025 Earnings Call Transcript

- **Revenue Surge**: Q3 2025 revenue up 45% YoY to $83.6M, with CED segment growing 115% to 51% of total.
- **Titan Platform Breakthrough**: Entering $4B resonator market with $300M initial SAM, targeting 60%+ gross margins.
- **Q4 Outlook**: $100-103M revenue guidance, 60-60.5% gross margin, and EPS $1.16-1.21, driven by AI/hyperscale demand.
- **Strategic Expansion**: Aerospace/defense and automotive wins, plus clock product funnel quadrupling to $300M.
- **Operational Strength**: $810M cash, operating cash flow doubling to $31.4M, and disciplined cost control.

**【CEO Summary Section】**
- Q3 2025 revenue reached $83.6 million, up 45% YoY, driven by 115% growth in the CED (Communications, Enterprise, Datacenter) segment, which now accounts for 51% of total revenue.
- Introduced the Titan Platform, targeting the $4 billion standalone resonator market, with initial SAM of $300 million and projected growth to $1 billion by 2028.
- CED orders are growing with shorter lead times, and the clock product funnel has quadrupled to $300 million over the past year.
- Aerospace/defense and automotive segments are expanding, with new design wins in optical modules and ADAS systems.

**【CFO Financial Commentary】**
- Q3 non-GAAP EPS was $0.87, up 115% YoY, with gross margin improving to 58.8% due to favorable product mix.
- Q4 2025 guidance: Revenue $100-103 million (up 26% YoY), gross margin 60-60.5%, and EPS $1.16-1.21.
- Cash position remains strong at $810 million, with operating cash flow doubling sequentially to $31.4 million.

**【Q&A Key Highlights】**
- **Q4 Growth Drivers**: CED segment expected to continue leading, with optical modules transitioning to 1.6Tbps technology and higher ASPs.
- **Titan Platform Margins**: Resonator ASPs under $0.20 but gross margins >60%, aligning with current company targets.
- **M&A Strategy**: Focused on near-term opportunities in high-performance timing solutions, with interest in semiconductor integration.
- **Seasonality**: Q1 2026 may see 10-15% sequential decline, but CED diversification reduces historical consumer-driven volatility.
- **Supply Chain**: No significant shortages, with SiTime maintaining strong inventory management and lead time fulfillment.


SiTime Corporation (SITM) Q3 2025 Earnings Call Transcript

- **Revenue Surge**: Q2 2025 revenue up 58% YoY to $69.5M, with AI data center segment growing 137% YoY.
- **Profitability Boost**: Gross margin expands to 58.2%, driven by high-value products; Q3 EPS guidance of $0.67-0.75 reflects strong cash flow.
- **AI Dominance**: >$500M AI data center design wins in 2025, with sequential Q3/Q4 growth fueled by CED and consumer seasonality.
- **Diversified Resilience**: 40%+ 2025 growth target supported by automotive/industrial (+11% YoY) and mobile/IoT (+23% YoY) expansion.
- **Innovation Funding**: $388M equity raise to accelerate R&D in precision timing solutions for AI, 5G, and autonomous systems.

**【CEO Summary Section】**
- Q2 2025 revenue reached $69.5 million, up 58% YoY, driven by 137% growth in the AI data center segment (CED). New products like the Elite family and Cascade clocking family contributed significantly.
- Gross margin improved to 58.2%, with expectations for further expansion as high-value products gain market share.
- Diversified growth across all segments: automotive/defense/industrial (+11% YoY), mobile/IoT/consumer (+23% YoY). AI data center bookings and design wins exceed $500 million in 2025.
- 2025 guidance: >40% revenue growth, sequential Q3/Q4 expansion, and operating leverage improvements through R&D and customer acquisition investments.

**【CFO Financial Commentary】**
- Non-GAAP EPS: $0.47 (up 290% YoY), driven by $7.2 million operating income and $11.6 million net income.
- Balance sheet strength: $796.7 million cash, no debt, and $84.1 million inventory to support production ramp.
- Q3 2025 Outlook: $77-79 million revenue, 58-59% gross margin, and $0.67-0.75 EPS.
- Follow-on offering raised $388 million to accelerate innovation and strategic investments.

**【Q&A Key Highlights】**
- **Segment Growth**: CED (AI data centers) is the primary growth driver, with consumer seasonality and automotive/industrial diversification supporting secondary growth.
- **Mobile Segment Policy**: Guidance excludes unshipped design wins due to volatility, but 2025 mobile visibility is included in forecasts.
- **Gross Margin Tailwinds**: New products (e.g., Symphonic) with ASPs $3-12+ and system-level solutions drive margin expansion beyond 58%.
- **Market Risks**: Automotive market softness (though still growing), but long-term ADAS/L3+ robotaxis position SiTime for 2027+ growth.
- **Hyperscale Penetration**: Gaining traction with merchant silicon partners, with architectural advantages over hyperscalers' internal solutions.

SiTime Corporation (SITM) Q2 2025 Earnings Call Transcript

- **Revenue Growth Supercharged**: Q1 2025 revenue up 83% YoY to $60.3M, driven by 198% YoY surge in CED segment
- **AI Data Center Dominance**: 20+ 1.6T module designs in pipeline, with 800G optical modules shipping at scale
- **Product Portfolio Expansion**: Launch of Symphonic clocking solutions targeting 5G mmWave, pushing clocking revenue ASPs 20-30% higher
- **Customer Stickiness**: Largest customer revenue up 76% YoY, with 2+ timing sockets per phone
- **Gross Margin Ambition**: 60% target maintained, despite consumer business margin drag
- **Cash Machine**: $398M cash balance, generating $15M Q1 cash flow from operations


**【CEO Summary Section】**
- Q1 2025 revenue surged 83% YoY to $60.3M, driven by triple-digit growth in CED (Communications, Enterprise, Data Center) and double-digit growth in mobile/IoT and auto/industrial segments.
- CED revenue tripled YoY, fueled by AI-driven data center upgrades (800G optical modules, 1.6T designs, Active Electrical Cables).
- Key product highlights:
  - **Cascade**: High-performance clocking solutions for switches, NICs, and 5G/FWA
  - **Chorus**: Automotive-grade clocking for ADAS systems
  - **Symphonic**: Industry-first 5G mmWave clock generator
- Largest customer revenue up 76% YoY, with 20+ 1.6T module designs in pipeline.
- Full-year revenue growth target remains 25-30%, supported by differentiated product portfolio and sticky timing subsystems.

**【CFO Financial Commentary】**
- Q1 GAAP net income: $6.3M ($0.26 EPS)
- Gross margin: 57.4% (up 81% YoY in gross profit dollars)
- Operating expenses flat QoQ at $32.5M
- Q2 Outlook:
  - Revenue: $64.7M midpoint (45-50% YoY growth)
  - Gross margin: ~flat vs Q1
  - Non-GAAP EPS: $0.25-$0.31
- CapEx: $16.4M in Q1, ~$35M annualized for new product ramps
- Cash: $398.9M (no debt)

**【Q&A Highlights】**
1. **Customer Growth Sustainability**: CEO expects continued growth from largest customer, though tempered by macro uncertainty. 1.6T module designs could drive incremental content
2. **Gross Margin Target**: CFO reaffirms 60% core business target, despite lower-margin consumer business drag. Cost improvements and yield optimization in new products
3. **Data Center Momentum**: Rajesh notes SiTime is in "every part of the AI data center stack" (GPUs, switches, server racks), with 20+ 1.6T module designs
4. **Design Win Pipeline**: 20+ 1.6T module designs globally, with Cascade clocking solutions seeing strong adoption
5. **Tariff Impact**: Minimal pull-in activity detected; customers planning beyond 90-day horizon


SiTime (SITM)-7 May 25-2025 Q1 Earnings call transcript

- **Record Growth**: Q4 revenue up 61% YoY, driven by 156% CED growth and 32% expansion in automotive/industrial and mobile/IoT segments.
- **Product Innovation**: 10 new platforms launched since Q2 2023, including 5977 Super-TCXO for AI servers and Epoch OCXO for 5G.
- **2025 Outlook**: Targeting 25-30% revenue growth, with CED leading and Aura clocking products contributing $100 million+ in future revenue.
- **Margin Ambition**: Gross margin target of 60%+ by end of 2025, despite Q1 headwinds from lower revenue and new product ramps.

**【CEO Summary Section】**
- Q4 2024 revenue grew 61% YoY to $68.1 million, with full-year revenue of $202.7 million (+41% YoY). CED (Communications, Enterprise, Datacenter) segment grew 156% YoY, while automotive/industrial and mobile/IoT segments each expanded 32% YoY.
- Launched 10 new platforms since Q2 2023, driving ASPs from $1 to over $200. Key products include 5977 Super-TCXO for AI servers and Epoch OCXO for 5G base stations.
- 2025 outlook: Strong bookings across all segments, with CED expected to lead growth due to AI server and 800G optical module adoption.

**【CFO Financial Commentary】**
- Q4 non-GAAP net income: $11.8 million ($0.48 EPS), up 20% YoY. Full-year non-GAAP EPS: $0.93.
- Gross margin: 58.8% (Q4) / 58.2% (FY2024), driven by favorable product mix. Operating expenses: $32.5 million (Q4), with R&D up 19% YoY.
- Q1 2025 guidance: Revenue $53-55 million (+64% YoY), gross margin ~57%, EPS $0.09-0.13.

**【Q&A Highlights】**
- **Growth Drivers**: CED to dominate 2025 growth, with AECs, GPU switches, and 800G modules leading. Industrial/AI applications (e.g., autonomous vehicles, drones) targeting $75 million in 2025.
- **Gross Margin**: Targeting 60%+ by end of 2025, despite Q1 headwinds from lower revenue and new product ramps.
- **Aura Synergies**: Clocking products (e.g., jitter attenuators) generating $100 million+ in future revenue, with accretive margins.
- **Customer Concentration**: Largest customer accounts for 24% of Q4 revenue, with no immediate visibility on new content beyond existing products.

Actual		-0.14	-0.14	0.23	0.43	0.19	0.46	1.03	1.32	0.94	1.11	0.97	0.64	0.09	-0.22	0.06	0.24	-0.08	0.12	0.4	0.48	0.26	0.47	0.87	1.53
Forecast		-0.184	-0.2133	0.1533	0.3667	0.12	0.2267	0.7524	1.0895	0.7647	1.0112	0.8467	0.5505	0.0012	-0.2957	-0.0017	0.2045	-0.1464	0.0388	0.2606	0.4245	0.1165	0.2833	0.7102	1.2089
Surprise	0.00%	+23.91%	+34.36%	+50.03%	+17.26%	+58.33%	+102.91%	+36.90%	+21.16%	+22.92%	+9.77%	+14.56%	+16.26%	+7400.00%	+25.60%	+3629.41%	+17.36%	+45.36%	+209.28%	+53.49%	+13.07%	+123.18%	+65.90%	+22.50%	+26.56%

SITM

SITM fundamentals

SITM Q4 2025 Earnings

Earnings Call

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SITM

SITM fundamentals

SITM Q4 2025 Earnings

Earnings Call

SITM Earnings Call Summary for Q4/20255:00 PM on Feb 4, 2026

SITM Earnings Call Summary for Q3/20255:00 PM on Nov 5, 2025

SITM Earnings Call Summary for Q2/20255:00 PM on Aug 6, 2025

SITM Earnings Call Summary for Q1/20255:00 PM on May 7, 2025

SITM Earnings Call Summary for Q4/20245:00 PM on Feb 5, 2025

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